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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
III
2901
Independent Investors Inc
Nesconset,
New York
| $240M | +$9.06M | +4% | 4.8% | 61.6% | 82 | 8.54% | 3.6 |
|
| 2902 |
OSNBOA
2902
Old Second National Bank of Aurora
Aurora,
Illinois
| $240M | +$7.78M | +3% | 4.66% | 89.5% | 374 | 15.24% | 2.6 |
|
| 2903 |
TLCM
2903
Tiger Legatus Capital Management
New York
| $240M | -$5.74M | -2% | 6.05% | 19.1% | 18 | 55.56% | 1.1 |
|
| 2904 |
2904
Harfst & Associates
Sheridan,
Wyoming
| $240M | -$7.62M | -3% | 4.66% | 82.5% | 241 | 66.39% | 1.3 |
|
| 2905 |
ESG
2905
Emerging Sovereign Group
New York
| $240M | -$151M | -39% | 12.4% | 66.1% | 13 | 30.77% | 1.4 |
|
| 2906 |
SC
2906
Spitfire Capital
Mill Valley,
California
| $240M | +$24.7M | +12% | 14.3% | 25.9% | 21 | 9.52% | 2.7 |
|
| 2907 |
TFF
2907
The Family Firm
Bethesda,
Maryland
| $240M | +$13M | +6% | 3.51% | 40.2% | 127 | 9.45% | 2 |
|
| 2908 |
EM
2908
EnTrustPermal Management
New York
| $240M | +$6.94M | +3% | 3.69% | 19.3% | 52 | 19.23% | 1 |
|
| 2909 |
2909
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $239M | +$21.1M | +10% | 3.44% | 52% | 592 | 16.55% | 2.8 |
|
| 2910 |
2910
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $239M | +$16.6M | +7% | 4.1% | 52.3% | 32 | 6.25% | 0.5 |
|
| 2911 |
RIG
2911
Renaissance Investment Group
Lenox,
Massachusetts
| $239M | +$10.5M | +5% | 5.93% | 99.6% | 84 | 10.71% | 3.1 |
|
| 2912 |
BL
2912
BCWM LLC
Overland Park,
Kansas
| $239M | +$13.6M | +6% | 5.19% | – | 73 | 9.59% | 2.3 |
|
| 2913 |
2913
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $238M | +$20.9M | +10% | 3.49% | 80.4% | 38 | 7.89% | 2 |
|
| 2914 |
2914
Northside Capital Management
Hood River,
Oregon
| $238M | +$7.26M | +3% | 4.26% | 99.6% | 60 | 1.67% | 2.1 |
|
| 2915 |
FIG
2915
FundX Investment Group
San Francisco,
California
| $238M | -$7.54M | -3% | 6.53% | 94.6% | 40 | 22.5% | 0.8 |
|
| 2916 |
2916
Fullerton Fund Management
Singapore
| $238M | +$8.78M | +4% | 15.7% | 412% | 19 | 63.16% | 0.4 |
|
| 2917 |
2917
SFE Investment Counsel
Los Angeles,
California
| $238M | -$8.41M | -3% | 5.04% | 105% | 118 | 11.86% | 2.5 |
|
| 2918 |
ERM
2918
Elm Ridge Management
Briarcliff Manor,
New York
| $238M | -$66.3M | -22% | 4.76% | 93.6% | 38 | 23.68% | 2.1 |
|
| 2919 |
2919
HCR Wealth Advisors
Los Angeles,
California
| $238M | +$35.1M | +17% | 3.69% | 107% | 170 | 21.18% | 0.6 |
|
| 2920 |
RSVP
2920
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $238M | +$7.9M | +3% | 2.41% | 64.3% | 62 | 6.45% | 3.4 |
|
| 2921 |
CGL
2921
Clarius Group LLC
Seattle,
Washington
| $238M | -$5.15M | -2% | 6.98% | 92.1% | 100 | 35% | 1.4 |
|
| 2922 |
MCM
2922
Marathon Capital Management
Hunt Valley,
Maryland
| $237M | +$25.3M | +12% | 14.7% | 70.9% | 93 | 15.05% | 2.1 |
|
| 2923 |
2923
Nicholas Hoffman & Company
Atlanta,
Georgia
| $237M | +$17.6M | +8% | 3.66% | 65.1% | 169 | 13.02% | 1 |
|
| 2924 |
PM
2924
Parametrica Management
Wanchai,
Hong Kong
| $237M | +$131M | +123% | 10.6% | 584% | 481 | 79.21% | 0.1 |
|
| 2925 |
MC
2925
MSD Capital
New York
| $237M | -$18M | -7% | 2.36% | 11.5% | 5 | 0% | 3.8 |
|